Member Services & Retention Agent
About The Position
Your Way Insurance is a people-first organization built on compassion, integrity, and service. Our greatest strength lies in our talented and driven team, dedicated to helping seniors find Medicare plans that truly fit their needs, the right way. Through our one-stop shopping experience, we make it easy to compare top national health insurance carriers and choose coverage with confidence. Now part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll join a network of professionals committed to empowering individuals, businesses, and communities to thrive. Whether you're supporting clients directly or contributing behind the scenes, you'll be part of a culture defined Your Way: shared values, excellence, and a passion for doing what's right. YWI is hiring remote Medicare Sales Agents throughout the USA. We believe every candidate brings something unique to the table, including you! This is a fully remote role. An application with us takes only 3 minutes!
Requirements
- High School Diploma or College Degree
- An active Resident Health Insurance License and any additional certifications/licenses as required by CMS
- Ability to interact professionally with customers, addressing their needs and concerns effectively.
- Experience using Customer Relationship Management (CRM) software, call center software, and Medicare Enrollment tools to manage customer interactions and resolve customer issues.
- Skills in Microsoft Office applications for organizing and tracking information.
- Attention to detail and the ability to maintain accurate and organized records of customer interactions.
- Comprehensive understanding of Medicare regulations, policies, and procedures in the US healthcare system.
- Ability to explain complex healthcare information to clients in a clear and understandable manner.
- Commitment to ongoing education and training to stay updated with changes in Medicare regulations and policies as set by CMS and other relevant governing bodies.
Nice To Haves
- A valid and active license to sell Medicare plans as well as prior experience working in the healthcare industry are desirable, but not required.
Responsibilities
- Address customer inquiries with professionalism and efficiency, assisting clients to navigate the complex healthcare system and connect them to the care they need.
- Execute follow-up calls to recently sold customers to ensure their satisfaction and address any concerns.
- Keep up to date with changes in Medicare regulations and policies and ensure clients are informed about any changes that may affect their coverage.
- Collaborate with our carrier partners to ensure clients are connected to all plan benefits.
- Collaborate with the sales team to provide seamless customer transitions and ensure a positive customer experience.
- Maintain accurate records of client interactions and adhere to ethical and legal standards set by relevant governing bodies in the US healthcare system.
- Identify trends in customer feedback and communicate insights to the management team to improve services.
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
